We develop comprehensive custom plans to protect you during your lifetime and care for your loved ones after you pass.
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Protecting your legacy, forging your future.
For individuals or couples without minor children, we offer the Simple Plan that provides an Essential Will or Trust, Financial Power of Attorney, Health Care Power of Attorney, Advance Directive for Health Care, Living Will, and Authorization for Release of Protected Health Information. An Essential Will or Trust includes outright bequests only. The Simple Plan includes a one-hour consultation and electronic submission of executed documents.
- Simple Will or Trust
- All gifts outright
- One-Hour Consult
- Powers of Attorney, Living Will, and other life documents
For families with minor children, parents who wish to leave assets in the protection of a Trust, or anyone seeking to add significant detail to a Will, we offer the Safeguard Plan. This plan includes preparation of a custom Trust or Last Will & Testament with one trust provision, Financial Power of Attorney, Health Care Power of Attorney, Advance Directive for Health Care, Living Will, and Authorization for Release of Protected Health Information. The Safeguard Plan includes a one-hour consultation and an additional estate planning design meeting.
- Simple Plan PLUS comprehensive family estate planning
- Gifts held in trust, including a second trust for specialized planning
- Additional one-hour estate planning design meeting
- Digital copy of your signed documents
- 50% off first year of our Perpetual Care Plan
For individuals or couples facing estate tax liability, asset protection or those seeking a probate avoidance strategy, we offer a choice of Sophisticated Plans customized to fit your goals. Your plan may include a Trust or Last Will & Testament with a bypass trust and other trust provisions, or it could be centered around a Revocable Living Trust with a Pour-over Will and any other necessary trust provisions. All our Sophisticated Plans include Financial Power of Attorney, Health Care Power of Attorney, Advance Directive for Health Care, Living Will, and Authorization for Release of Protected Health Information, as well as additional consultation time.
- Safeguard Plan PLUS legacy protection or tax planning
- Additional one-hour meeting to address business succession planning or estate tax planning needs
- 1st year Free EP Time Capsule – Original documents, safely stored until they are needed